TPL

Todd P. Lowe Portfolio

Invests via Parthenon LLC | Managed by Todd P. Lowe

Invests via Parthenon LLC

Managed by Todd P. Lowe

Automatically Tracked

Tracking: 0 Updated: Jul 04 at 06:24 AM

Todd P. Lowe Profile

With a diverse career trajectory, Todd P. Lowe has established himself as an influential figure in corporate finance and investment circles. His expertise encompasses operational leadership within various sectors, leveraging his experience to drive strategic growth initiatives and enhance shareholder value. Throughout his professional journey, he has held key positions that involve oversight of significant financial transactions and capital management strategies. This unique blend of executive capability coupled with entrepreneurial insight enables him to navigate complex market landscapes effectively, positioning him as a sought-after collaborator for businesses aiming to scale operations or pursue transformative opportunities.

Investment Philosophy & Strategy

With an emphasis on operational improvement, Todd P. Lowe adeptly identifies high-potential investment opportunities across various sectors. His approach is deeply informed by hands-on experience in leadership roles and a robust understanding of corporate dynamics. By prioritizing strategic growth initiatives, he seeks to enhance long-term value for stakeholders through thoughtful capital allocation and innovative market solutions. This focus on execution enables him to effectively address competitive pressures while fostering scalable business models that adapt to evolving economic conditions.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

216.87%

Gain

Monthly

0.35%

Yearly

4.26%

Drawdown

17.54%

$14.25B

Equity

Holdings

$14.25B

Investment

$13.71B

-$35.12B

Profit -$145,865.88

Realized

-$35.68B

Unrealized

$555.71M

Dividends

$214.4M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

Profit

-$145,865.88

Win %

86%

This Week

Compared To Last Week

Gain

0.04%

Profit

$17.94M

Win %

86%

This Month

Compared to last month

Gain

0.03%

Profit

$13.76M

Win %

86%

This Year

Compared to last year

Gain

0.13%

Profit

$61.6M

Win %

86%

Gainers
Losers

CHEV Charging Robotics Inc.

+658.16%

+$9,591.86

MDT Medtronic plc

+5.04%

+$245,935.62

AAPL Apple Inc.

+4.84%

+$1.84M

BSX Boston Scientific Corporation

+4.83%

+$21,858.71

SYK Stryker Corporation

+4.2%

+$489,640.25

MCD McDonald's Corporation

+4.16%

+$145,208.13

DIS The Walt Disney Company

+3.96%

+$279,573.14

RTX RTX Corporation

+3.9%

+$18,137.16

THRY Thryv Holdings Inc.

+3.87%

+$29,554.72

MRSH Marsh & McLennan Companies, Inc.

+3.72%

+$8,121.59

HON Honeywell International Inc.

+3.66%

+$5,072.81

JNJ Johnson & Johnson

+3.57%

+$1.11M

AMGN Amgen Inc.

+3.55%

+$15,089.14

PAYX Paychex Inc.

+3.54%

+$891,399.6

KR Kroger Co.

+3.52%

+$7,254.72

KO The Coca-Cola Company

+3.51%

+$176,796.9

ABT Abbott Laboratories

+3.49%

+$69,977.04

MRK Merck & Co., Inc.

+3.34%

+$644,174.79

TFX Teleflex Incorporated

+3.27%

+$50,066.04

MA Mastercard Incorporated

+3.24%

+$21,068.86

ZTS Zoetis Inc.

+3.24%

+$22,209.85

V Visa Inc. Class A

+3.15%

+$18,376.17

INTU Intuit Inc.

+3.1%

+$10,544.28

SO The Southern Company

+3.01%

+$6,598.02

COST Costco Wholesale Corporation

+2.92%

+$35,181

UG United-Guardian, Inc.

+2.83%

+$10,127.2

WM Waste Management, Inc.

+2.82%

+$16,040.13

JCTC Jewett-Cameron Trading Ltd.

+2.81%

+$15,193.71

WMT Walmart Inc.

+2.77%

+$688,143.24

ADP Automatic Data Processing Inc.

+2.77%

+$30,738

PG Procter & Gamble Co

+2.7%

+$538,117.25

CB Chubb Limited

+2.68%

+$9,694.88

MDLZ Mondelez International, Inc.

+2.63%

+$218,414.04

EW Edwards Lifesciences Corporation

+2.59%

+$6,011.88

KVUE Kenvue Inc.

+2.59%

+$34,225

PM Philip Morris International Inc.

+2.58%

+$135,064.2

CINF Cincinnati Financial Corporation

+2.58%

+$14,459.97

CL Colgate-Palmolive Company

+2.56%

+$65,141.82

LOW Lowe's Companies Inc.

+2.51%

+$16,578.18

NKE Nike, Inc. - Class B

+2.39%

+$29,786.54

MCK McKesson Corporation

+2.37%

+$7,770.24

BATRK Atlanta Braves Holdings, Inc.

+2.17%

+$250,504.8

PEP PepsiCo, Inc.

+2.17%

+$308,952.9

HD The Home Depot, Inc.

+2.01%

+$163,071.65

CHDN Churchill Downs Incorporated

+1.97%

+$128,631.36

YUM Yum! Brands, Inc.

+1.94%

+$17,596.56

LLY Eli Lilly and Company

+1.86%

+$94,355.69

PFE Pfizer Inc.

+1.84%

+$19,812.32

YUMC Yum China Holdings Inc.

+1.81%

+$3,998.96

ECL Ecolab Inc.

+1.79%

+$5,908.15

FAST Fastenal Co.

+1.78%

+$463,114

CRM Salesforce Inc

+1.76%

+$166,478.4

MO Altria Group, Inc.

+1.64%

+$58,251.96

MSFT Microsoft Corp.

+1.62%

+$1.41M

BRK-B Berkshire Hathaway Inc.

+1.61%

+$1.11M

EXPE Expedia Group, Inc.

+1.57%

+$3,278.49

COP ConocoPhillips

+1.46%

+$4,221.96

EFA iShares MSCI EAFE ETF

+1.31%

+$3,122.56

BRK-A Berkshire Hathaway Inc.

+1.28%

+$57,540.07

SCHW Charles Schwab Corporation

+1.27%

+$163,260.4

BF-B Brown-Forman Corporation

+1.24%

+$33,611.2

SJM The J.M. Smucker Company

+1.24%

+$44,933.06

IBM International Business Machines Corporation

+1.14%

+$20,515.92

AXP American Express Company

+1.14%

+$266,942.93

BKNG Booking Holdings Inc.

+1.05%

+$166,416

USMV iShares MSCI USA Min Vol Factor ETF

+1.03%

+$6,174

YETI FNCL Series 2007 Other Floating Rate Instrument

+0.95%

+$103,367.1

BF-A Brown-Forman Corporation

+0.91%

+$4,368

GE General Electric Company

+0.69%

+$57,771.14

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.64%

+$89,463.6

XOM Exxon Mobil Corporation

+0.59%

+$142,430.51

FNDX Schwab Fundamental U.S. Large Company Index ETF

+0.51%

+$1,561.92

T AT&T Inc.

+0.49%

+$1,787.4

VAESX Virtus KAR Emerging Markets Small-Cap Fund Class A

+0.49%

+$2,639.44

VGK Vanguard FTSE Europe ETF

+0.48%

+$9,408

LSTR Landstar System Inc.

+0.41%

+$57,589.04

SMG Scotts Miracle-Gro Co.

+0.41%

+$8,101.8

AMZN Amazon.com Inc

+0.4%

+$2,197.05

GWW W.W. Grainger, Inc.

+0.35%

+$1,422

VEU Vanguard FTSE All-World ex-US ETF

+0.31%

+$4,401.28

WAT Waters Corporation

+0.31%

+$33,753.97

MMM 3M Company

+0.3%

+$3,677.2

F-PD Ford Motor Company 6.500% Notes

+0.28%

+$667.14

CMCSA Comcast Corp

+0.25%

+$471.83

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

+0.19%

+$1,129.7

TFC Truist Financial Corporation

+0.18%

+$820.08

IWR iShares Russell Mid-Cap ETF

+0.14%

+$1,491.68

JPM JPMorgan Chase & Co.

+0.12%

+$16,983.7

AGG iShares Core U.S. Aggregate Bond ETF

+0.11%

+$313.5

SCHX Schwab U.S. Large-Cap ETF

+0.03%

+$77.58

FB ProShares S&P 500 Dynamic Buffer ETF

RELL Richardson Electronics, Ltd.

-11.51%

-$290,122.56

GLW Corning Incorporated

-10.8%

-$5.5M

STX Seagate Technology Holdings plc

-10.38%

-$190,060.06

LRCX Lam Research Corporation

-10.19%

-$106,001.03

COHR Coherent Corp.

-9.57%

-$172,921

JBL Jabil Inc.

-9.07%

-$68,080.02

AMAT Applied Materials, Inc.

-7.35%

-$57,443.99

RSSS Research Solutions Inc.

-4.15%

-$39,228.4

CSCO Cisco Systems, Inc.

-3.69%

-$855,744.88

ETN Eaton Corporation plc

-3.35%

-$19,650.76

CAT Caterpillar Inc.

-2.81%

-$11,151.98

XLK State Street Technology Select Sector SPDR ETF

-2.71%

-$15,593

HSY The Hershey Company

-2.71%

-$115,821.98

AVGO Broadcom Inc.

-2.41%

-$7,023.09

GEV GE Vernova Inc.

-1.87%

-$81,604.04

MOTO SmartETFs Smart Transportation & Technology ETF

-1.64%

-$1,788.94

TPB Turning Point Brands Inc.

-1.64%

-$44,001.1

DOV Dover Corporation

-1.59%

-$364,323.11

ORCL Oracle Corporation

-1.56%

-$15,772.79

CLAR Clarus Corporation

-1.56%

-$50,268.2

TSCO Tractor Supply Company

-1.55%

-$3,312.5

AIA iShares Asia 50 ETF

-1.52%

-$31,809.69

NVDA NVIDIA Corporation

-1.39%

-$45,782

IWP iShares Russell Mid-Cap Growth ETF

-1.37%

-$2,918.51

ICLR ICON plc

-1.14%

-$157,614.37

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-1.07%

-$7,549.92

PNC The PNC Financial Services Group, Inc.

-0.85%

-$71,192.79

WSBC WesBanco Inc.

-0.78%

-$2,467.6

IJR iShares Core S&P Small-Cap ETF

-0.72%

-$59,324.46

IWM iShares Russell 2000 ETF

-0.58%

-$8,346.88

GOOG Alphabet Inc

-0.48%

-$200,638.36

USB U.S. Bancorp

-0.37%

-$1,557.33

GOOGL Alphabet Inc

-0.36%

-$206,845.31

EMR Emerson Electric Co.

-0.34%

-$759.52

VTI VANGUARD TOTAL STOCK MKT ETF

-0.14%

-$2,757.46

SPY SPDR S&P 500 ETF Trust

-0.13%

-$2,159.88

VOO Vanguard S&P 500 ETF

-0.09%

-$8,977.46

CVS CVS Health Corporation

-0.09%

-$10,335.24

IWB iShares Russell 1000 ETF

-0.03%

-$237.6

Events

Dividends

Dividend Analysis

No Data

Trades 7772	Longs Won 5004/7772 64%	Profit Factor 0.43
Profitability	Shorts Won 0/0 0%	Standard Deviation $269.41M
Average Win $10.02M	Best Trade (Sep 29) $3.21B	Sharpe Ratio -10.78
Average Loss -$42.34M	Worst Trade (Jun 30) -$12.51B	Z-Score -17.06 (100%)
Commissions $0	Avg. Trade Length 6y 2w 5d	Expectancy -$4.52M

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	5,728.49%	1,693.63%	830.31%	500.72%	338.24%	245.48%	187.21%	148.04%	120.35%
Consecutive Losing Trades	337	303	269	236	202	168	135	101	67	34

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Returns

Overall, Monthly

Holdings
History

Positions (130)
Options (0)

Option values are updated at end of day.

No Data

Trades (6474)
Options (0)

No Data

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